1.  Global economic recovery will broaden this year – not just the US.
2.  GDP growth in the US will be above 3% this year and next year.
3.  No inflation on the horizon.
4.  “MLPs remain ideally positioned to the energy opportunity.”
5.  Japan & Europe may have bottomed out.
6.  Strong demand for “junk” bonds will continue.
7.  The dollar will continue to strengthen, with the euro dropping to $1.15.
8.  Oil will rebound to $85 within 3 months!
9.  Gold will continue dropping to $1,050 by next year-year end.
10.  First rate-hike by Fed not until the second half of this year.
11.  No expected increase in wage growth, unfortunately.

While I’m just guessing, it seems to me that a new person must be writing their Market Pulse, as this one is so well-written.  I think the following quote is simply artful:

The geopolitical condition is often quite difficult to quantify and unpleasant to summarize.  Although turmoil in Russia and Ukraine and in the Middle East bears watching in 2015, the majority of geopolitical hotspots are, in our view, regionally tethered and of limited broader economic consequence.